Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Depew is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Katelyn is a registered representative with the state of Illinois. Katelyn has been in the financial industry since 2012 and is registered with FINRA, a self-regulatory organization. She has passed the Series 66, Series 7 and Series 24 examinations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
IL
11/02/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (EVANSTON IL)
PA
09/28/2012 - 09/09/2015
PNC INVESTMENTS (PITTSBURGH PA)
OH
05/16/2012 - 08/09/2012
WESTMINSTER FINANCIAL SECURITIES, INC. (HUDSON OH)
OH
11/04/2011 - 05/16/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HUDSON OH)
BOTH
Issued 12/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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